Data Management Specialist
Job Title: Data Management Specialist
Department: Marketing
Job Status: Full Time
FLSA Status: Non-Exempt
Grade: 10 $28.61 - $42.92
Amount of Travel: Some Travel
Reports To: VP, Sales Administration Manager
Positions Supervised: N/A
Office Location: This role is 100% on site in Westfield, MA
POSITION SUMMARY
Responsible for data management, reporting, and analysis including Senior Management level reporting; managing the bank’s MCIF/CRM systems including data integrity and system optimization; and supporting bank programs and workflows.
ESSENTIAL FUNCTIONS
- Extracts, consolidates, and stores data across multiple bank and third party systems.
- Provides high quality analytics and reporting for the bank’s Senior Officers and Board of Directors including Retail Banking, Retail Lending, and Business and Government Deposit Services.
- Provides daily deposit reporting to the EVP/Chief Operating Officer and SVP/Retail Banking and Marketing.
- Creates scheduled and ad hoc reports and reporting templates and workflows to support the bank’s departments including sales and profitability, audit, and customer programs.
- Performs data analysis, monitors trends, and makes recommendations accordingly.
- Manages the bank’s MCIF/CRM systems and ensures systems deliver maximum efficiency and benefit, including system/process enhancements, campaign management, and user administration, and works with the vendor as needed.
- Manages data integrity of the bank’s MCIF/CRM systems including system balancing.
- Assists with surveys, onboarding, and other MCIF/CRM customer driven workflows.
- Assists with Retail Banking’s Sales Program including tracking, reporting, adjustments, and audits.
- Supports Sales Administration with programs, campaigns, and training initiatives.
- Monitors competitive landscape including interest rates, fees, and promotions as needed.
- Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
- Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.
| POSITION QUALIFICATIONS Competencies
|
Education/Experience/Skills & Abilities
- Three years of data analytics experience preferred.
- Bachelor’s degree or equivalent experience required.
- Excellent database management and Microsoft Office/Excel skills required.
- Excellent analytical and problem-solving skills, critical thinking skills with keen attention to detail.
- Must have the ability to work independently.
| PHYSICAL DEMANDS | |
| Physical Demands | Lift/Carry |
| Stand Occasionally | 10 lbs or less Occasionally |
| Walk Occasionally | 11 – 20 lbs Occasionally |
| Sit Frequently | 21 – 50 lbs Occasionally |
| Handling/Fingering Frequently | 51 – 100 lbs Not Applicable |
| Reach Outward Occasionally | Over 100 lbs Not Applicable |
| Reach Above Shoulder Occasionally | Push/Pull |
| Climb Not Applicable | 12 lbs or less Occasionally |
| Crawl Not Applicable | 13 – 25 lbs Occasionally |
| Squat or Kneel Occasionally | 26 – 40lbs Occasionally |
| Bend Occasionally | 41 – 100 lbs Not Applicable |
|
N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None |
Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.